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Retirement plan advisory services

Designing plans to attract and retain talent

As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.

Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.

RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.

Related insights

Understanding revenue sharing

INSIGHT ARTICLE

Understanding revenue sharing

Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.

  • February 16, 2021
Plan documents: Save or purge?

INSIGHT ARTICLE

Plan documents: Save or purge?

What many ERISA plan sponsors consider “reasonable” fiduciary responsibility for plan document retention may not comply with IRS rules.

  • February 15, 2021
Cybersecurity issues for plan sponsors

INSIGHT ARTICLE

Cybersecurity issues for plan sponsors

The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.

  • February 15, 2021

INSIGHT ARTICLE

Partial plan terminations, 2020 and COVID-19

A consequence of COVID-19 reductions is potential partial plan termination. Learn the requirements of a partial plan termination.

  • February 12, 2021
What is proper documentation of retirement plan committee meetings?

INSIGHT ARTICLE

What is proper documentation of retirement plan committee meetings?

The responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee.

  • February 08, 2021
What plan sponsors need to do now for the SECURE and CARES Acts

INSIGHT ARTICLE

What plan sponsors need to do now for the SECURE and CARES Acts

Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.

  • Anne Bushman, Toby Ruda
  • |
  • January 20, 2021
Retirement Report: First Quarter 2021

INSIGHT ARTICLE

Retirement Report: First Quarter 2021

In this issue, we discuss how to best handle 2021 after a tumultuous 2020. Other topics include labor and workforce, human capital and more.

  • January 20, 2021
IRS issues guidance on 401(k) and 403(b) plans

TAX ALERT

IRS issues guidance on 401(k) and 403(b) plans

IRS guidance on the 15% maximum on automatic contributions, 401(k) and 403(b) plan safe harbor requirements, and plan loan offset rollovers.

  • Joni Andrioff, Katie Beaver
  • |
  • December 11, 2020
Retirement Report: Fourth Quarter 2020

INSIGHT ARTICLE

Retirement Report: Fourth Quarter 2020

In this issue, we discuss financial wellness and the benefits to your workforce.

  • October 29, 2020
IRS releases 2021 retirement plan limitations

TAX ALERT

IRS releases 2021 retirement plan limitations

Many limitations, including the 401(k) elective deferral limit for employee contributions, remain unchanged from 2020 levels.

  • Anne Bushman, Bill O’Malley
  • |
  • October 28, 2020